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Apple
AAPL

Overview Fund Activity

5,581 hedge funds and large institutions have $2.39T invested in Apple in 2024 Q4 according to their latest regulatory filings, with 729 funds opening new positions, 1,984 increasing their positions, 2,581 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,581
Holders Change
+538
Holders Change %
+10.67%
% of All Funds
74.28%
Holding in Top 10
3,338
Holding in Top 10 Change
+356
Holding in Top 10 Change %
+11.94%
% of All Funds
44.43%
New
729
Increased
1,984
Reduced
2,581
Closed
97
Calls
$66.2B
Puts
$65.4B
Net Calls
+$853M
Net Calls Change
-$7.65B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$12.3B
2
BlackRock
BlackRock
New York
+$7.46B
3
Northern Trust
Northern Trust
Illinois
+$5.03B
4
UBS AM
UBS AM
Illinois
+$3.29B
5
State Street
State Street
Massachusetts
+$2.88B

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$18.3B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.56B
3
Barclays
Barclays
United Kingdom
-$4.68B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$3.87B
5
HHII
H&H International Investment
California
-$2.98B
Name Holding Trade Value Shares
Change 		Shares
Change %
LAIC
2401
Lederer & Associates Investment Counsel
California
$13.7M -$453K -1,809 -3%
EFG
2402
Ethos Financial Group
Pennsylvania
$13.7M +$701K +2,798 +5%
OL
2403
Owen LaRue
Kentucky
$13.7M +$867K +3,463 +7%
EM
2404
Excalibur Management
Massachusetts
$13.7M -$176K -703 -1%
PFS
2405
Prospect Financial Services
New York
$13.6M -$12K -48 -0.1%
BE
2406
Bonness Enterprises
District of Columbia
$13.6M – – –
ACM
2407
Alpha Capital Management
Texas
$13.6M -$214K -855 -2%
WI
2408
WrapManager Inc
California
$13.6M +$399K +1,592 +3%
AIS
2409
American Investment Services
Massachusetts
$13.6M -$5.13M -20,489 -27%
ONST
2410
Old North State Trust
North Carolina
$13.6M +$2.63M +10,494 +24%
WMP
2411
Wealth Management Partners
Arizona
$13.6M -$32.6K -130 -0.2%
SFG
2412
Sovereign Financial Group
Connecticut
$13.6M +$94.4K +377 +0.7%
GMFG
2413
Greater Midwest Financial Group
Minnesota
$13.6M +$439K +1,752 +3%
BCM
2414
Bourgeon Capital Management
Connecticut
$13.6M -$72.4K -289 -0.5%
DA
2415
Dover Advisors
Virginia
$13.6M -$614K -2,451 -4%
BWM
2416
Bulltick Wealth Management
Florida
$13.5M -$643K -2,567 -5%
SWM
2417
Scissortail Wealth Management
Oklahoma
$13.5M +$13.4M +53,657 +12,250%
FSA
2418
Financial Security Advisor
Virginia
$13.5M -$379K -1,512 -3%
ECML
2419
Eagle Capital Management (Louisiana)
Louisiana
$13.5M +$68.1K +272 +0.5%
CFO
2420
CVA Family Office
Colorado
$13.5M +$680K +2,714 +5%
FFA
2421
Fairfield Financial Advisors
Massachusetts
$13.5M -$264K -1,053 -2%
ST
2422
Somerset Trust
Pennsylvania
$13.5M -$287K -1,146 -2%
CRI
2423
Colonial River Investments
Virginia
$13.5M +$2.27M +9,047 +20%
SFG
2424
Seamount Financial Group
Colorado
$13.5M -$6.51K -26 -0%
BIMC
2425
Benson Investment Management Company
Virginia
$13.5M -$103K -410 -0.8%
95 96
97
98 99